NUBD — NUVEEN ESG U.S. AGGREGATE BOND ETF

Ownership history in Evolution Advisers, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Evolution Advisers, Inc. reported a position in NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.35% (2025 Q1)
Avg. % of fund
0.85%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 121,431 +5,395 +4.6% 1.23% $2.7M $22.22
2025 Q2 UNCHANGED 116,036 — 0% 1.27% $2.6M $21.62
2025 Q1 ADDED 116,036 +44,864 +63.0% 1.35% $2.6M $21.33
2024 Q4 ADDED 71,172 +9,205 +14.9% 0.85% $1.6M $20.81
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NUBD price (monthly, adj. close)

Other funds also holding NUBD

As of 2025 Q4 — sorted by position size

First Pacific Financial 3Y 3.47% Westfuller Advisors, LLC 2.85% Colorado Capital Management, Inc. 3Y 7Y 1.29% Silver Oak Advisory Group, Inc. 3Y 1.05% LOCKERMAN FINANCIAL GROUP, INC. 3Y 1.05% CGN Advisors LLC 3Y 0.72% Townsend Financial Planning, LLC 0.66% Olde Wealth Management, LLC 3Y 0.63% Boston Standard Wealth Management, LLC 3Y 7Y 0.49% WCG Wealth Advisors LLC 3Y 0.47%
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